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Optimum Investment Advisors’s ProShares UltraShort S&P500 SDS Stock Holding History

Optimum Investment Advisors’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-48
Closed -$19K – 940
2020
Q3 		$19K Buy
48
+32
+200% +$13.4K 0.01% 619
2020
Q2 		$8K Buy
16
+4
+33% +$2.27K ﹤0.01% 716
2020
Q1 		$9K Hold
12
– – ﹤0.01% 701
2019
Q4 		$7K Buy
+12
New +$8.25K ﹤0.01% 818
2015
Q1 		$8K Hold
4
– – ﹤0.01% 828
2014
Q4 		$8K Sell
4
-3
-43% -$7.05K ﹤0.01% 870
2014
Q3 		$17K Hold
7
– – 0.01% 678
2014
Q2 		$17K Hold
7
– – 0.01% 693
2014
Q1 		$19K Hold
7
– – 0.01% 523
2013
Q4 		$20K Hold
7
– – 0.01% 519
2013
Q3 		$24K Buy
+7
New +$26.1K 0.01% 464

Other funds holding SDS

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Optimum Investment Advisors's SDS Position: Q4 2020 in Review

Optimum Investment Advisors sold out of ProShares UltraShort S&P500 (SDS) in Q4 2020, closing a stake of 48 shares — an estimated $19K sold.

Optimum Investment Advisors first reported a position in SDS in Q3 2013 and held it in 11 quarters. The position peaked at $24K in Q3 2013. 74 funds tracked by Wall St. Rank hold SDS as of Q4 2020.

  • Optimum Investment Advisors reported no remaining ProShares UltraShort S&P500 position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 48 ProShares UltraShort S&P500 shares in Q4 2020, an estimated $19K.
  • Optimum Investment Advisors first reported a position in ProShares UltraShort S&P500 in Q3 2013 and held it in 11 quarters.
  • Optimum Investment Advisors's ProShares UltraShort S&P500 position peaked at $24K in Q3 2013.
  • 74 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.